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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,331 | $102,609-63.6% | $98,090-61.9% | $138,895-73.1% |
| Participation rate | 90.9% | 82.8%+8.1pp | 81.5%+9.4pp | 79.9%+11.0pp |
| Annual return | 17.54% | 36.44%-18.9pp | 37.05%-19.5pp | 145.39%-127.9pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $21,176 | $8,167+159.3% | $7,845+169.9% | $6,396+231.1% |
| Admin fee / account holder | $9,159 | $11,434-19.9% | $11,815-22.5% | $12,562-27.1% |